Special Offers for Our Clients

Ensure that you are making the very best legal and financial decisions for your family.

We love our clients, and we value long-term relationships as your trusted advisor to support you as life changes occur.

We have periodic, special offerings just for our clients, including continuing educational and service related workshops to further enrich your estate planning process.

  • 3 year Review Meeting
  • Professional Referrals
  • Trustee School
  • Funding Workshop
  • Client Refresher Workshop
4.-B-roll.00-08-38-18.Still027

We can help

Contact us when you experience any of the following:

  • Planning to retire
  • When you are about to open a new investment account, and you have questions
  • You’ve experienced a personal injury such as a car accident, dog bite or medical mishap;
  • Employment related issues, such as a wrongful termination;
  • Rollover of a retirement account
  • Before you open a retirement account or 401(k)
  • Thinking about purchasing life insurance
  • Want to have your life insurance policies reviewed
  • Planning for your children’s college fund
  • Before you get married
  • Purchasing a home or sale of a home
  • Thinking of refinancing your home
  • Thinking of doing a reverse mortgage
  • When your financial advisor is opening accounts or has questions
  • Your neighbor is getting a divorce, or just got a DUI… and needs an attorney
  • Need a tax accountant or CPA
  • If a loved one is diagnosed with Alzheimer’s or dementia
  • Want to learn about long term care options for yourself or your parents
  • Questions regarding elder abuse
  • When you are leaving your old job or starting a new job
  • If you (or a loved one) is in a car accident
  • If you want to make gifts of money to your children or grandchildren
  • If you want to loan money to your children or grandchildren
  • Plan to start a business
  • A child or grandchild is born or adopted
  • A child or grandchild is born with or develops a disability or special needs
  • A child or grandchild turns 18 or is leaving for college
  • If you just received an inheritance that you want to protect
  • Your parent or grandparent needs living care assistance
  • If you have concerns about being sued
Business Partner Signing Contract Illustration

There is a big difference in quality among professionals; and it’s important that you get connected to the right advisor who is going to best serve your family.

Contact Us before making important financial or legal decisions for your family and to discuss the next best step to get you the guidance you need.

Professional Planning Need or Request:

Please enter your name.
Please enter a valid phone number.
Please enter a message.